UGI
Ugi Corp
3 super-investors hold UGI worth a combined $9M. The largest position: Bill Miller at 1.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 22 — ranked #608 of 724 scored stocks.
Why super-investors own UGI
UGI draws only thin interest from the super-investor cohort — three holders with a combined $9M position, and owner count has been flat at one meaningful holder for the past eight quarters before Greenblatt and First Eagle rounded it out. Bill Miller carries the highest conviction at 1.1% of his portfolio ($4M), though he trimmed his position in 2026Q1. Joel Greenblatt holds a nominally larger dollar position ($5M) but at a negligible portfolio weight, and First Eagle Investment Management's $426K stake is similarly immaterial. No new positions were opened and no one added this quarter. The stagnant owner count and Miller's trim suggest interest in UGI is at best stable and more likely quietly fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 37q | $5M | 125,884 |
| 2 | Bill Miller | 1.1% | 9q | $4M | 121,000 |
| 3 | First Eagle Investment Management | <0.1% | 40q | $426K | 11,701 |
Owners of UGI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | TRIM | 1.1% | -54% | $4M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 902681105. Not investment advice.